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Caleb Kuester 35
Convert Lead Without Account
Hey guys.
Is this possible?
I understand the significance of converting the Lead record and how crucial the Account record is in the whole purpose for converting Lead records to begin with, but a structure that I am implementing has this requirement.
My solution would be to have a master Account record that would take the place of the created Account record (for the Opportunity and Contact's purposes) and delete the new Account record.
Checking with you guys to see if this is really necessary.
Also, as an aside, if I'm going to be overriding the standard lead conversion button, is there a more declarative approach than the creation of a Visualforce page, or Lightning Component to override?
Thanks in advance!
Is this possible?
I understand the significance of converting the Lead record and how crucial the Account record is in the whole purpose for converting Lead records to begin with, but a structure that I am implementing has this requirement.
My solution would be to have a master Account record that would take the place of the created Account record (for the Opportunity and Contact's purposes) and delete the new Account record.
Checking with you guys to see if this is really necessary.
Also, as an aside, if I'm going to be overriding the standard lead conversion button, is there a more declarative approach than the creation of a Visualforce page, or Lightning Component to override?
Thanks in advance!
Unfortunately, This might not be possible and there is no way you can stop Account creation on Lead conversion.
Check below references.
https://trailblazers.salesforce.com/answers?id=9063A000000iQRnQAM
https://salesforce.stackexchange.com/questions/71484/convert-lead-in-salesforce-without-creating-an-account
Thanks,
All Answers
Unfortunately, This might not be possible and there is no way you can stop Account creation on Lead conversion.
Check below references.
https://trailblazers.salesforce.com/answers?id=9063A000000iQRnQAM
https://salesforce.stackexchange.com/questions/71484/convert-lead-in-salesforce-without-creating-an-account
Thanks,
So it looks like the steps mentioned in the second link allow me to specify an Account Id during lead conversion within Apex, which was exactly what I was looking for!
I just needed to make sure that an Account record was not being created and that fills my requirement.
There was another answer posted to that effect specifically, but it looks like he deleted it. In ay case, you get best answer.
As for overriding the standard lead conversion button, you can use a Visualforce page or Lightning component to create a custom lead conversion process. These options allow you to customize the lead conversion experience and add additional functionality to the lead conversion process.
You can also use process builders, workflows, and Apex triggers to automate actions during lead conversion.
For more information on lead conversion in Salesforce, you can refer to this article: "Convert Lead in Salesforce" https://arrify.com/convert-lead-in-salesforce/. This article provides a detailed overview of the lead conversion process and how to convert leads in Salesforce using the standard lead conversion button or a custom lead conversion process. It also covers best practices for managing leads and converting them into customers in Salesforce.